Research analysts who have asked questions during SharkNinja earnings calls.
BR
Brooke Roach
Goldman Sachs Group, Inc.
8 questions for SN
Also covers: , AS, BURL +24 more
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
6 questions for SN
Also covers: ACI, BJ, CHD +16 more
SF
Steven Forbes
Guggenheim Securities, LLC
5 questions for SN
Also covers: AAP, ARHS, AZO +15 more
AT
Andrea Teixeira
JPMorgan Chase & Co.
4 questions for SN
Also covers: CELH, CENT, CHD +20 more
Phillip Blee
William Blair
4 questions for SN
Also covers: ARHS, COOK, DRVN +7 more
Randal Konik
Jefferies LLC
4 questions for SN
Also covers: AKA, BIRK, BOWL +11 more
Brian McNamara
Canaccord Genuity - Global Capital Markets
3 questions for SN
Also covers: CENT, COOK, DRVN +12 more
Alexander Perry
Bank of America
2 questions for SN
Also covers: COLM, CWH, FOXF +11 more
AD
Andrew Didora
Bank of America
2 questions for SN
Also covers: AAL, ALGT, ALK +9 more
JK
Jonna Kim
TD Cowen
2 questions for SN
Also covers: AEO, AKA, BBWI +6 more
RK
Randy Konik
Jefferies
2 questions for SN
Also covers: BIRK, MANU, SIG +1 more
SF
Steve Force
Goldman Sachs
2 questions for SN
Megan Christine Alexander
Morgan Stanley
1 question for SN
Also covers: BC, CAG, COOK +15 more
Recent press releases and 8-K filings for SN.
SharkNinja Reports Strong Q4 and Full-Year 2025 Results, Announces Share Repurchase Program, and Provides 2026 Outlook
SN
Earnings
Guidance Update
Share Buyback
- SharkNinja reported strong full-year 2025 net sales of $6.4 billion, a 16% year-over-year increase, with Q4 net sales up 17.6% to $2.1 billion. Adjusted EBITDA grew over 19% to $1.14 billion, and adjusted EPS reached a record $5.28, up nearly 21%.
- The company ended 2025 in a net cash position with over $777 million in cash and cash equivalents and announced an inaugural $750 million share repurchase program.
- For full-year 2026, SharkNinja forecasts net sales growth of 10% to 11%, adjusted EPS in the range of $5.90-$6 (12%-14% increase), and adjusted EBITDA between $1.27 billion-$1.28 billion (12%-13% growth).
- Strategic initiatives include expansion into new categories, reaching 38 subcategories in 2025 and planning two more in 2026, with Shark Beauty emerging as a key growth driver. The company has also diversified its supply chain, manufacturing nearly 100% of U.S. volume outside of China.
Feb 11, 2026, 1:30 PM
SharkNinja Reports Strong Q4 and Full Year 2025 Results, Authorizes Share Repurchase, and Provides 2026 Outlook
SN
Earnings
Guidance Update
Share Buyback
- SharkNinja concluded 2025 with strong financial results, reporting Q4 net sales growth of 17.6% year-over-year to $2.1 billion and full-year net sales of $6.4 billion, up nearly 16%.
- For Q4 2025, adjusted EBITDA increased 36% year-over-year to $395 million, and adjusted EPS grew 38% to $1.93. Full-year adjusted EBITDA rose over 19% to $1.14 billion, with adjusted EPS reaching $5.28, up nearly 21%.
- The company's board authorized an inaugural $750 million share repurchase program, leveraging its net cash position at the end of 2025.
- For the full year 2026, SharkNinja expects net sales to increase between 10% and 11%, adjusted EBITDA to be in the range of $1.27 billion-$1.28 billion (12%-13% growth), and adjusted net income per diluted share between $5.90-$6 (12%-14% growth).
Feb 11, 2026, 1:30 PM
SharkNinja Reports Strong Q4 and Full Year 2025 Results, Authorizes $750 Million Share Repurchase Program, and Provides Positive 2026 Outlook
SN
Earnings
Share Buyback
Guidance Update
- SharkNinja concluded 2025 with record financial results, reporting Q4 net sales growth of nearly 18% year-over-year and adjusted EBITDA increasing 36% year-over-year to $395 million, achieving an 18.8% adjusted EBITDA margin.
- The company exited 2025 in a net cash position with over $777 million of cash and cash equivalents, leading to the authorization of an inaugural $750 million share repurchase program.
- For the full year 2026, SharkNinja expects net sales to increase between 10% and 11%, adjusted EBITDA to be in the range of $1.27 billion-$1.28 billion (12%-13% growth), and adjusted net income per diluted share to be $5.90-$6.00 (12%-14% growth).
- Despite a challenging macro backdrop and a declining total U.S. market, SharkNinja achieved its eleventh consecutive quarter of double-digit top-line growth and rapidly gained market share across all four category groupings in 2025.
- The company anticipates tariff-related gross margin headwinds in the first half of 2026, which are expected to be partially offset by cost optimization efforts and continued operating expense leverage.
Feb 11, 2026, 1:30 PM
SharkNinja Reports FY 2025 Results and Provides FY 2026 Outlook
SN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SharkNinja reported Net Sales of $6.4 billion and Adjusted Net Income Per Share of $5.28 for the fiscal year ended December 31, 2025.
- The company provided a Fiscal Year 2026 outlook (as of February 11, 2026) projecting Net Sales growth of +10.0% to +11.0%, Adjusted Net Income Per Share of $5.90 to $6.00 (+11.7% to +13.6%), and Adjusted EBITDA of $1,270 million to $1,280 million (+11.8% to +12.7%).
- As of December 31, 2025, SharkNinja held $777 million in Cash and Cash Equivalents, with a Net Debt of ($38 million), indicating a strong capital structure.
- The company demonstrated significant market share gains between 2020 and 2025, with its US market share in categories like Upright Vacuum increasing from 39% to 50% and Air Fryer from 15% to 42%.
Feb 11, 2026, 12:00 PM
SharkNinja Reports Strong Q4 and Full Year 2025 Results, Announces Share Repurchase Program and 2026 Outlook
SN
Earnings
Guidance Update
Share Buyback
- SharkNinja reported strong fourth quarter 2025 net sales growth of 17.6% to $2,101.4 million and a 98.3% increase in net income to $255.2 million.
- For the full year 2025, net sales grew 15.7% to $6,399.2 million, with net income increasing 59.9% to $701.4 million.
- The company announced a $750 million share repurchase authorization, which is expected to commence in fiscal year 2026.
- For fiscal year 2026, SharkNinja anticipates net sales to increase by 10.0% to 11.0%, Adjusted Net Income per diluted share between $5.90 and $6.00, and Adjusted EBITDA between $1,270 million and $1,280 million.
Feb 11, 2026, 11:32 AM
SharkNinja Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Outlook
SN
Earnings
Guidance Update
Share Buyback
- SharkNinja reported a 17.6% increase in net sales to $2,101.4 million and a 98.3% increase in net income to $255.2 million for the fourth quarter of 2025.
- For the full year 2025, net sales grew 15.7% to $6,399.2 million, with net income increasing 59.9% to $701.4 million.
- The company's Board of Directors authorized an inaugural $750 million share repurchase program, expected to begin in fiscal 2026.
- For fiscal year 2026, SharkNinja expects net sales to increase 10.0% to 11.0%, Adjusted Net Income per diluted share between $5.90 and $6.00, and Adjusted EBITDA between $1,270 million and $1,280 million.
Feb 11, 2026, 11:30 AM
SharkNinja Provides Update on Q4 2025 Performance, 2026 Outlook, and Strategic Initiatives
SN
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- SharkNinja reported a very strong holiday season in Q4 2025, achieving anticipated double-digit growth across domestic and international markets, including significant performance in Mexico and new European regions.
- The company has a robust product roadmap for 2026, planning 25 new product launches and scaling out products from 2025, with new innovations in categories like air fryers and espresso makers, and the Ninja Fireside projected to generate $75 million-$100 million in 2026.
- SharkNinja is globally replatforming its direct-to-consumer business, with Canada and the US already live, and the UK and rest of EMEA scheduled for H1 2026, aiming for full global Salesforce integration by the end of Q2 2026 to enhance consumer experience and drive growth.
- International expansion continues with successful transitions to direct shipping in Poland, Benelux, and Nordics in Q4 2025, and planned transitions for Spain and Italy in Q1/Q2 2026, alongside entry into new markets like South Africa in Q2 2026.
- The company is investing in software integration, having hired approximately half of its goal of 100 software engineers, with the first hardware/software integrated products expected in H2 2026 to unlock more functionality and interactive user interfaces.
Jan 12, 2026, 2:00 PM
SharkNinja Reports Strong Q4 2025 Holiday Performance and Outlines Robust 2026 Growth Initiatives
SN
Guidance Update
Product Launch
New Projects/Investments
- SharkNinja experienced a very strong holiday season in Q4 2025, anticipating double-digit growth that was broad-based across retailers, product categories, and geographies, including strong domestic and international performance in Mexico and new European markets.
- The company plans a robust 2026 product roadmap, including the launch of 25 new products and scaling pent-up 2025 innovations in H1 2026, with the Ninja Fireside expected to be a $75-$100 million business in its first full year.
- SharkNinja is focused on "affordable, accessible innovation" across a wide range of price points and is expanding its direct-to-consumer (DTC) channels, including strong performance on TikTok Shop and the replatforming of its DTC business to Salesforce globally by the end of Q2 2026.
- The company is also expanding internationally, successfully transitioning to direct shipping in Poland, Benelux, and the Nordics in Q4 2025, with Spain and Italy to follow in Q1 and Q2 2026, and entering South Africa in Q2 2026.
- SharkNinja is investing in software integration, hiring software engineers to introduce hardware-software integrated products in H2 2026 that will offer more functionality and app connectivity while maintaining ease of use.
Jan 12, 2026, 2:00 PM
SharkNinja Reports Strong Holiday Season and Outlines 2026 Growth Initiatives
SN
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- SharkNinja experienced a strong holiday season in Q4 2025, anticipating double-digit growth across domestic and international markets, including Mexico and new European regions.
- The company plans a significant year for product innovation in 2026, with 25 new products slated for launch, alongside the scaling of products delayed from 2025, and expects the Ninja Fireside to become a $75-$100 million business in its first full year.
- Direct-to-consumer (DTC) replatforming to Salesforce is complete for Canada and the US, with the UK and rest of EMEA going live in H1 2026, aiming for global completion by the end of Q2 2026, which has already led to disproportionate growth in DTC revenue.
- SharkNinja is integrating software into its products, with the first hardware-software integrated products expected in H2 2026, and is continuing its global expansion by transitioning to self-distribution in several European markets and achieving triple-digit growth in Mexico in Q4 2025.
Jan 12, 2026, 2:00 PM
SharkNinja Projects Mid-Teens Growth for 2025 and Outlines Strategic Initiatives
SN
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- SharkNinja is on track for mid-teens top-line growth in 2025, with low teens growth in the US and high teens internationally.
- The company has a robust innovation pipeline, having developed 25 products in 2025 and planning to launch 25 new products in 2026.
- International business grew 25% in Q3 and is undergoing strategic shifts to move from distributor to direct models in several markets, with a long-term goal of 50% of business from outside the US.
- Gross margin performance is driven by supply base diversification, pricing on innovation, and favorable product mix, while the company has also demonstrated an ability to leverage OPEX.
- Capital allocation priorities focus on internal investments in new geographies and R&D, with share repurchases considered for 2026, and a continued focus on organic growth.
Dec 2, 2025, 8:45 PM
Quarterly earnings call transcripts for SharkNinja.
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